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Retirees

You've spent your whole life working hard. Now let us work hard for you.


Retirement is a big step, and that's why our business revolves around doing everything we can to make sure yours is as comfortable as possible.

We specialize in financial planning and wealth management services for those who are near or in retirement. We take great care in designing a specific, customized plan that addresses all the critical areas so you can spend less time thinking about finances and more time doing what you enjoy. Our goal is for you to spend your retirement assured knowing that your assets are protected and that you have money to last throughout your lifetime. 

When you work with us you will receive a thorough, personalized Retirement Vision® strategy that covers the six key areas of retirement:


  1. Income Planning
  2. Investment Counseling
  3. Tax Planning
  4. Risk Management
  5. Healthcare Planning
  6. Estate/Legacy Planning 


We work with retirees from various professions and have experience in working with many different pension plans, deferred compensation plans, and company retirement plans, with the most common being PSERS, Geisinger/Evangelical Hospital, or Thrift Savings Plan participants. If you are an employee with either of these three plans, click on the corresponding button below for more specific details on how we can help you.


Contact us to schedule your free, no-obligation retirement review today!

PSERS & SERS Employees

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TSP Participants

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Healthcare Professionals

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